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Flourish Financially with Kathy Longo

Flourish Financially with Kathy Longo
Author: Kathy Longo CFP®, CAP®, CDFA®
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Flourish Financially with Kathy Longo is a weekly resource for women who are ready to up-level their financial fulfillment and create more meaning in their professional and personal lives. Each week, author and financial planner Kathy Longo focuses on topics that will help you achieve your financial goals – and your larger personal aspirations. If you’re ready to create a life where you can flourish, this is the podcast for you.
228 Episodes
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You might think that the level of happiness you feel about money, your work, your social life, or your relationships is derived by what happens in each of those areas of your life. But, it's actually your perception of the things that happen that truly makes a difference in your outlook. It really is all about perspective, and psychologists who study this cognitive bias call it the “framing effect.” Learn more in this episode!
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Fall has arrived - meaning the holiday season is right around the corner. It's easy to overspend this time of year, so if your financial health is on your mind, you’re in the right place. In this episode, we review the 10 ingredients that are essential for financial well-being so you can stay on track while still enjoying all the Fall season has to offer.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
It's normal for teens to ignore their parents sometimes, but we’re ultimately responsible for helping them develop the strong foundations they’ll carry into adulthood in just a few years. And, neuroscientists have found that one of the best ways to do this is to help our teens develop positive habits and routines.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Even when it’s the right decision for everyone involved, divorce still often feels like the rug has been pulled out from under you. The future you had previously mapped out might seem out of focus now, and it can be hard to navigate your own emotions – let alone the practical steps you should be taking for your financial security. It is possible to bounce back, though - and to become stronger both emotionally and financially. Learn more in this episode.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
If you have a job that you love and that challenges you, congratulations! It’s something that many people wish for but never find. I know how challenging it can be to feel disengaged or bored with the work you do every day. The truth is that career complacency is common. Many of us get comfortable in our jobs and we stop striving for growth and development. While this may feel safe and secure in some ways, career complacency can have a significant impact on both our happiness and our net worth. Learn more in this insightful episode.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
It’s incredibly common to have multiple retirement accounts with overlapping objectives - and little time to organize them. However, if your accounts aren’t organized effectively, you may not be making the most of your savings and investments. In this episode, you’ll learn how to use a financial “tune-up” to create a structure and planning process that lets you easily check-in on your savings and spending goals to ensure you’re on track. This can also help you plan for contingencies, allowing you to feel more empowered to meet your financial and life goals.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
The Center for Financial Security recently conducted a study that showed that 99% of people who experience domestic abuse also experience financial abuse from their partners. The study also found that most domestic abuse cases actually begin with a subtle form of financial control that escalates into physical, verbal, or emotional abuse. Unfortunately, financial abuse is not talked about as often as other forms of abuse, and it’s because of this lack of education that many people unwittingly miss the warning signs. This episode discusses these warning signs, and also shares how to get help if you're the victim of a financial bully.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Money matters and mental health are inextricably connected. Being able to work through your day-to-day experiences with money and your emotions can help give you a better understanding of the interconnection between money and mental health for you personally, as well as give you a clearer understanding of what your strengths and weaknesses are when it comes to money management.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone. The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, I share tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, too.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Because money is such a big part of life, our wishes, hopes, dreams, and fears can sometimes make it hard to see the truth for what it is. Often, this happens without us realizing it, but the consequences can be very real. If you've been harboring any of these common money misconceptions, it might be time to set the record straight in your own mind and start embracing better choices. Your financial health and future will thank you!
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
There’s a reason so many companies create a mission statement. Doing so succinctly defines values and goals, and serves as the standard against which decisions - financial or otherwise - are measured. It’s a tool you can use within your family, too, in order to make sure you are making decisions that line up with your values. In this episode, Kathy shares four steps to creating a family mission statement that helps you remain on the right track to meet your family’s goals.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Our social circles greatly influence all aspects of our lives. How we act, how stressed we feel, how long we live, the choices we make, the risks we take, our self-control… studies have shown that our friends significantly impact us in all of these areas and more. Of course, the way we manage our finances is strongly influenced by our circle of friends, too, which can be both positive and negative. We'll explore both sides of the coin in this episode.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
As a woman, you face special challenges when it comes to retirement. Don’t let your retirement dreams become derailed by common myths that continue to persist. When you have a strong understanding of both the financial and emotional realities of retirement, you are far more likely to enjoy this phase of your life.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Achieving financial freedom – whatever that might mean to you personally – can seem like an insurmountable task. But the truth is, your journey to achieving any major milestone begins with small steps and smart habits that you put into practice each day. While it’s possible that there are external factors impacting your finances, there’s also a chance that your personal money habits are keeping you from meeting your goals. Since you can control your own habits, that’s what we'll discuss in this episode.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Retirement is often viewed as the ultimate goal, a reward for decades of hard work and diligent saving. However, the transition from a structured career to a life of leisure can be daunting and filled with uncertainty. At Flourish Wealth Management, we have always believed that a successful retirement isn't just about financial stability; it's about aligning your emotional and intellectual intelligence to create a fulfilling and balanced life post-retirement. Our philosophy, EQ + IQ = Wealth, encapsulates this holistic approach. In this episode, we explore the mindset needed for a smooth and successful transition into retirement and discuss the retirement mindset work that many people overlook.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Retirement is more than the end of a career—it’s the beginning of a new chapter, filled with the people, passions, and possibilities you’ve long envisioned. Whether your dreams include traveling the world, spending time with grandchildren, volunteering, or exploring new interests, bringing your retirement vision to life requires careful planning and thoughtful financial decisions. Here are eight steps you can take to better align your financial strategy with your aspirations and prepare for a retirement that reflects your personal goals.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
According to a recent study from the Pew Research Center, roughly 38 percent of adults are living alone, and more than half are women. That’s one reason why I think it’s so important to educate women about managing their own money to ensure they can take care of themselves now and in the future. Regardless of your relationship status, the five financial strategies we’re talking about today will help you safeguard your financial future and feel more confident in your decision-making.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
As a couple, there are plenty of ups and downs you’ll face together and work through as a team. However, fighting about money doesn’t have to be one of your challenges. If you and your partner find yourselves disagreeing on financial matters, you’re not alone. In fact, money issues are one of the leading causes of contention in romantic relationships. If you’re looking to find healthier ways to communicate with your partner and stop money fights in their tracks, try the four steps shared in this episode.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
As parents, our world centers on our children when they’re young, which is why it's common to struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. It can be an incredibly emotional time for parents. While you might feel happy and proud to have successfully launched young adults out into the world, you might simultaneously feel sadness. If you’re fast approaching an empty nest, I’m going to share five empty nester tips to help you focus on the positive and remember that this can be a rich and rewarding time in your life.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!
Because money is such a big part of life, our wishes, hopes, dreams, and fears can sometimes make it hard to see the truth for what it is. Often, this happens without us realizing it, but the consequences can be very real. If you've been harboring any of these common money misconceptions, it might be time to set the record straight in your own mind and start embracing better choices. Your financial health and future will thank you!
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
Don't forget to leave a review on our Podcast and keep Flourishing!